SBI Mutual Fund recently launched the SBI Quant Fund. Its new fund offer (NFO) opened on December 4, 2024, and will close on December 18, 2024. Currently, 11 fund houses manage quant funds with assets worth Rs 9,013.6 crore.
'Market momentum and investor interest are at unprecedented levels, making this the opportune moment.'
Deutsche Asset Management (India) on Tuesday launched open-ended overseas fund of fund scheme - DWS Global Thematic Offshore Fund.
Here's a formula that helps you understand how much money you will need to retire early in India and simple steps to achieve it.
Since November 2022, sectoral, midcap, and smallcap funds have collectively added nearly 39 million folios, which is 65 per cent of the total additions to equity funds over the past two years.
Inflows into equity mutual funds (MFs) continued their strong momentum in July, despite the market volatility triggered by the Union Budget.
The fear of losing purchasing power due to inflation and low-interest rates has led many to explore safe alternatives to fixed deposits with high returns
Arbitrage funds, the new favourite of individual investors, delivered their best performance in nearly a decade in 2024. On average, the schemes delivered 8 per cent return last year, the highest since 2016, according to data from Value Research. The returns were supported by positive equity market sentiments, surge in open interest in stock futures, high interest rate, among other factors, analysts said.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
Mutual funds (MFs) have significantly increased their ownership across market segments, but the midcap space stands out with comparatively higher growth. Data reveals that the number of midcap companies with over a fifth of MF ownership has doubled from nine in March 2022 to 18 by March 2025. In contrast, largecap stocks saw only a marginal rise, from three to four such companies during the same period.
Equity mutual funds witnessed an inflow of Rs 35,943 crore in November, marking a drop of 14 per cent on a month-on-month basis, amid heightened volatility in stock markets driven by various macroeconomic factors, geopolitical events and US election results. Despite this, it marked the 45th consecutive month of net inflows into equity-oriented funds, reflecting the growing popularity of mutual funds among investors, according to data from the Association of Mutual Funds in India (AMFI) released on Tuesday.
'When interest rates rise, the NAVs of these funds will fall.' However, they won't fall as much as longer-duration funds.
The mutual fund (MF) industry is set to approach the Securities and Exchange Board of India (Sebi) for relaxation in the recently implemented rules designed to prevent market abuse. According to MF executives, the new rules that came into effect in November for large schemes have created operational challenges for fund managers, particularly when executing large transactions or participating in block deals.
Investors keen on mid and smallcap stocks but wary of volatility should consider multicap equity schemes over standalone midcap or smallcap schemes.
Investors attribute some of the growth in Indian stocks, that saw Bombay's benchmark BSE index rise nearly a third in 2014, to the election of a pro-business government in May, under Prime Minister Narendra Modi.
People with modest incomes can also build a crore-worthy portfolio by investing small amounts consistently, says Ramalingam Kalirajan, and shows how the magic of compounding works.
Assets under management with the mutual fund industry jumped a whopping 41 per cent in fiscal 2021 to Rs 31.43 lakh crore, despite a minor 1 per cent decline in March, says a report. The 1 per cent decline in assets on monthly basis in March was because of net outflows from open-ended debt funds, even though open-ended equity funds for the first time in June 2020 recorded net inflows, according to the industry data collated by Crisil on Friday. Marc saw net outflows of Rs 29,745 crore, taking down the industry's asset base to Rs 31.43 lakh crore, down from the record high of Rs 31.64 lakh crore in February, registering a whopping 41 per cent growth in the fiscal 2021 over the previous fiscal, said Crisil, adding cumulative inflows equalled Rs 2.09 lakh crore.
Here's how to own your dream home without paying excessive interest on your EMIs.
If you invested simply to make a quick buck, this would be a good time to book profits.
'Most tax notices arise not from wrongdoing, but from unintentional mismatch or ignorance.'
Ask about the fund house's other schemes and how these have performed over time.
Mid-cap and small-cap mutual fund schemes have continued to attract strong investor interest, garnering nearly Rs 30,350 crore in inflows during the April-September period of the current financial year, driven by impressive returns delivered by these segments. In comparison, the cumulative inflow into mid-cap and small-cap funds stood at Rs 32,924 crore during the same period last year, according to data from the Association of Mutual Funds in India (Amfi).
'What we need to watch is how Saudi Arabia's financial assistance will be used by Pakistan. If the funds go to build their military hardware and operations, it should worry us.'
Ask rediffGURU and PF expert Milind Vadjikar your insurance, stocks, mutual fund and personal finance-related questions.
P V Subramanyam clears some misconceptions about debt funds.
rediffGURU Ramalingam Kalirajan answers your personal finance queries.
Despite similar tax treatment, debt MFs enjoy certain advantages over FDs.
AIFF's RFP: No franchisee fee for clubs in ISL, commercial partner to provide video support system
Today, says Ajit Menon, CEO, PGIM India Mutual Fund, he's pretty much cruising on the parenting highway but that wasn't always the case.
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
Under the new guidelines, the top 10 active equity schemes in terms of assets would collectively require investments of around Rs 365 crore -- up from mandated Rs 50 lakh at present -- in their own schemes.
The ideal time to invest in sector funds, is during a downturn so that investors can capitalise on a turnaround in 1.5 to 2 years.
Meet the game-changer in mutual fund investments, explains Anamika Pareek.
Index funds and exchange-traded funds (ETFs) have added a record number of investment accounts in 2024, buoyed by the sectoral and thematic investing euphoria that has spilled into the passive space.
Inflows into equity mutual fund (MF) schemes declined for the third month in a row in March even though the equity market recovered sharply. Equity MF schemes raked in a net Rs 25,082 crore in March, down 14 per cent from February.
Reliance Group Chairman Anil Ambani on Tuesday appeared before the Enforcement Directorate here for questioning in a money laundering case linked to alleged multiple bank loan fraud cases worth crores of rupees against his group companies, official sources said.
The proposed guidelines cover several key parameters, including governance, investor protection, disclosure, testing frameworks, fairness and bias, and data privacy and cybersecurity measures.